See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $393,672 | $245,885+60.1% | $198,754+98.1% | $357,791+10.0% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 85.6%-10.6pp |
| Annual return | 17.60% | 5953.41%-5935.8pp | 4947.04%-4929.4pp | 396.79%-379.2pp |
| Employer contribution / active EE | $4,823 | $4,089+18.0% | $4,008+20.3% | $7,508-35.8% |
| Participant deferral / active EE | $10,483 | $4,533+131.3% | $4,138+153.3% | $5,521+89.9% |
| Admin fee / account holder | $0 | $12,849-100.0% | $12,082-100.0% | $28,387-100.0% |